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Fully Invested - Helping Business Owners and Management Teams Maximize Business Value | Raising Growth Capital and Financing;

Western Reserve Partners LLC

Every day, you give it all to your business. You are willing to take chances, make mistakes, and try something different to make your vision a reality. Your daily schedule requires you to juggle customer service, finance, sales and marketing, product development, cash collection and business development. No one cares like you do.



You are, Fully Invested.



This podcast is for business owners and management teams looking for ways to grow and maximize the value of their businesses. You will learn from industry experts about mergers and acquisitions, financing strategies, succession planning, ownership transition, valuation and commercial real estate finance strategies.



Fully Invested is produced by Western Reserve Partners, a middle market investment bank in Cleveland, OH. As a boutique advisory firm, we specialize in helping middle market companies enhance business value by providing strategic advice and transaction guidance. Every day, we value companies, sell companies, help companies make acquisitions, raise growth capital for companies and advise on commercial real estate finance strategies.



For more information, please visit our website: www.wesrespartners.com.

Archived from iTunes at https://itunes.apple.com/us/podcast/fully-invested-helping-business-owners-management-teams/id1113057703. Items in this collection are restricted.

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Achieve Faster Sales Growth When Sales and Marketing Collaborate, with Samantha Stone hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Achieve Faster Sales Growth When Sales and Marketing Collaborate, with Samantha Stone Even if you believe your sales and marketing teams are already aligned, you may be surprised by how much more can be done to accelerate growth. If your sales and marketing teams aren’t on the same page, tune in to learn how to course...
Improve Your Profitability, with Andy Fauver hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Improve Your Profitability, with Andy Fauver Most business owners focus on cost control and efficiency in order to improve profitability. Although important, is that enough? In this week’s episode, Andy Fauver, VP of Business Development at Insight2Profit, helps us understand how pricing is your biggest profit lever. Andy’s success has been built over 20 years...
Why You Need to Move Slowly AND Quickly as the Buyer hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Why You Need to Move Slowly AND Quickly as the Buyer As the buyer, you’ll need to be mindful of the pace at which you move through the M&A process. Your success rate and your reputation depend on it. In this week’s short-but-sweet episode, we discuss the efficiency and risk of the M&A process as it pertains to the speed at which the transaction...
What I Learned about Acquisitions at the 2017 ASPIRE Conference hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice What I Learned about Acquisitions at the 2017 ASPIRE Conference For the second year running, Smart Business Magazine held the ASPIRE Conference here in Cleveland, Ohio. It is quickly becoming an invaluable event, packed full of information and advice from all areas of business. In case you missed it, here is a partial recap for you. The 2017...
Getting More Value out of Your Advisor Relationships, with Marc Rosen hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Getting More Value out of Your Advisor Relationships, with Marc Rosen Every smart business owner knows there will be a transition at some point in their business. You’ll be more likely to sail through the inevitable transition when you take an active role in accessing the collective experience and wisdom of your advisors. We are joined...
Growing Sales in a Slow Growth Economy, with Larry Goddard hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Growing Sales in a Slow Growth Economy, with Larry Goddard Growth is never easy and the recent economic climate has made it even more difficult for businesses to achieve it. Smart business owners know that it takes analysis, discipline and training to tilt the odds in their favor. Today in the studio we have Larry Goddard, a principal and practice...
Transitioning Out of a Business on Your Terms, with Don Matso hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Transitioning Out of a Business on Your Terms, with Don Matso It is inevitable that there will be a crucial transition in your business’ future. But how can you properly plan for that eventuality? What reasonable objectives can you reach for? This week, we’ll hear practical advice on how to create a successful and satisfying transition, on your...
How to Get an Acquisition Target to Call You Back hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice How to Get an Acquisition Target to Call You Back Everyone knows how frustrating it can be when you don’t get a call back from an acquisition prospect. If the competition is so great, how can you convince them that you are serious? Follow these steps to stand out from the rest. In this episode, we dive into how to make your call to an acquisition target more...
Selling Businesses in Bankruptcy and Financially Distressed Situations hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Selling Businesses in Bankruptcy and Financially Distressed Situations There are as many reasons a business would fall into a bankruptcy as there are businesses, but there are specific steps a business owner can take to make the most of a tough situation. In this episode, learn what to do before your creditors are spooked and the bank...
Why You Need to Treat an Acquisition Candidate Like a Customer hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Why You Need to Treat an Acquisition Candidate Like a Customer Buying a business involves much more than just bringing the right amount of money to the table. Making a good, first impression is a nice start, but how you behave before and after the initial approach can make the difference on whether or not you get a deal closed. In this week’s...
The Owner’s Dilemma (To Sell or Not to Sell), with John Micklitsch and Howard Essner hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice The Owner’s Dilemma (To Sell or Not to Sell), with John Micklitsch and Howard Essner As a business owner, you have likely thought about selling your business at some point. And if you are like most owners, you probably face a dilemma when you start thinking about it. If I sell, what will I do next? What would I do with...
What Happens After the Sale of a Business? hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice What Happens After the Sale of a Business? What happens after the dust has settled? Can I just walk away once the deal is closed? What if I change my mind? Get the answers to these questions and others to better understand what happens after the sale of a business. This week we are digging into Chapter 15 of The Mergers & Acquisitions Playbook, by Mark Filippell....
Why You Need an Experienced M&A Lawyer When Selling a Business hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Why You Need an Experienced M&A Lawyer When Selling a Business Once you find the right buyer and negotiate the price and other terms in a letter of intent, it’s time to draft the purchase agreement and other deal documents. Do you have the right attorney for this process? We are back in the studio today with Mark Filippell, Managing...
A Roadmap to Closing the Deal When Selling a Business hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice A Roadmap to Closing the Deal When Selling a Business You may have a signed letter of intent with a great buyer, but it’s not time to break out the champagne yet. This is the time to keep the process moving and remain focused on getting the deal closed. Mark Filippell, a founding partner of Western Reserve and author of The Mergers and Acquisitions...
Buying a Business That Is Larger Than Yours hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Buying a Business That Is Larger Than Yours Every company seems to want to grow by acquisition these days. But what if the ideal target is larger than you? Buying a larger business may not be as far-fetched as you think. We are delighted to have Rebecca White back in the studio today. Rebecca, Director of Capital Raising at Western Reserve Partners, has returned to...
How to Negotiate the Sale Price of a Business hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice How to Negotiate the Sale Price of a Business After preparing your business for sale and sorting through offers and management presentations, it’s time to negotiate the best price for your business. Know what to expect so you don’t leave money on the table. Mark Filippell is back to discuss how to negotiate the sale price of a business. This conversation is...
Using the Management Presentation to Wow a Buyer (Just as You Would A Customer) hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Using the Management Presentation to Wow a Buyer (Just as You Would A Customer) When you have a customer in for the first time, you do everything you can to make it a first class experience. No detail is too small. The stakes are just as high (if not higher) when meeting with a potential buyer for the management presentation....
The Unbreakable Link Between Business Value, Performance and Communication, with Leslie Ungar hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice The Unbreakable Link Between Business Value, Performance and Communication, with Leslie Ungar The connection between business value and communication may not be obvious at first. But when you think about the best companies and their ability to attract and retain the best people and customers, you’ll notice a common...
How to Approach Potential Buyers During the M&A Process hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice How to Approach Potential Buyers During the M&A Process If you and your company have gone through the appropriate steps to prepare for a sale, does this mean automatic success? We wish it was that easy. The real chess game has just begun. Today on the show, Mark Filippell has returned to discuss approaching prospective buyers when selling a...
Getting into the Talent Mindset, with Stacy Feiner hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Getting into the Talent Mindset, with Stacy Feiner Every business owner knows that their companies will run better and be more valuable if they can attract and retain the best people, but many don’t know where to start. Our guest today is Dr. Stacy Feiner, PhD, author and Director of Management Consulting at BDO in Cleveland. Stacy’s passion is talent...
Why Your IT May Be Eroding Business Value, with Matt Sondag hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Why Your IT May Be Eroding Business Value (and What to Do About It), with Matt Sondag Do information systems and technology really impact the value of a business? Absolutely. You’ll want to get ahead of this one before it costs you dearly during a transaction. Our guest today is Matt Sondag, a Managing Director at West Monroe Partners and a...
How Many Buyers Should You Approach When Selling a Business? hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice How Many Buyers Should You Approach When Selling a Business? Every seller knows, all you need is one buyer to be interested in your business. But how many should you approach during your process in order to find that one? The answer may surprise you. This week, Mark Filippell, author of the book, Mergers and Acquisitions Playbook, returns to discuss...
How to Finance an Acquisition hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice How to Finance an Acquisition Once you’ve decided to expand your business through an acquisition, you’ll need to start making some decisions about how to finance it. With so many options available, where should you start? On our show this week, Rebecca White is back to help you think through financing and acquisition. She answers your most pressing questions in determining...
Why Some Companies Achieve Premium Valuations hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Why Some Companies Achieve Premium Valuations Not everyone is able to achieve a premium value once they decide to sell the business. Why are some owners able to pull this off while others are not? This week, we’re talking with Kevin Mayer, Managing Director at Western Reserve Partners and also the co-head of the firm’s industrial practice. Kevin shares some of...
What the 2016 Federal Funds Rate Increase Means for Business Owners hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice What the 2016 Federal Funds Rate Increase Means for Business Owners The Federal Reserve raised interest rates .25% in December 2016. As a result, there could be both positive and negative effects to a business owner’s bottom line. For our first episode of 2017, we sit down with Rebecca White, Director and head of the Capital Raising...
How to Identify and Cultivate the Right Buyers When Selling a Business hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice How to Identify and Cultivate the Right Buyers When Selling a Business How do you know you are identifying the right buyers for your business and how do you find them? Finding the right buyers is the only way to get the best value for your business. For our last podcast of 2016, David talks with Mark Filippell, founding partner and...
How to Prepare for a Meeting with a Potential Buyer of Your Business hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice How to Prepare for a Meeting with a Potential Buyer of Your Business Preparation is essential when you are planning to meet with a potential buyer for the first time. Your presentation doesn’t have to be flawless, but you’ll want to be sure you are ready for this high stakes situation. Andy Male, Director of Western Reserve’s...
Attract Premium Buyers with Compelling Marketing Documents hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Attract Premium Buyers with Compelling Marketing Documents When you decide to sell your business, you will get the best results by preparing marketing documents to communicate your business story. But what are they? What kind of information goes into them and how long will it take to prepare them? In today’s podcast, Mark Filippell, founding partner...
How to Find Better Deals With Written Acquisition Criteria hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice How to Find Better Deals With Written Acquisition Criteria If you want to ensure you find the best companies and don’t miss the important deals in your space, you’ll want to write your acquisition criteria down. Listen for a simple way to go about doing it. In this mini-episode we cover why you need written acquisition criteria and how to write...
Is Your Personal Value Detrimental to Your Business Value? hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Is Your Personal Value Detrimental to Your Business Value? Owners and founders are obviously important to a business’s success. But when thinking about business value, you can be too involved. In this mini episode, we dig in to the risks of being too valuable to your business and a few things you can do to solve this common problem. Key points in...
Leading for Long-Term Value, with Alison Gerlach hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Leading for Long-Term Value, with Alison Gerlach When you lead a company, you must focus on building long term value because by doing so, you create options. But how and where do you start? How do you know you are staying on the right track? Our guest today is Alison Gerlach. Known as the Unapologetic Capitalist, Alison is a seasoned, strategic, management...
How to Build a Market-Leading Sales Organization, with Richard Higham hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice How to Build a Market-Leading Sales Organization, with Richard Higham Today we will be tackling an issue faced by every business owner – how to build a high performing sales organization. How can you build a consistent and repeatable sales process and manage it so you can get the results you want, and ultimately, grow your business? Our...
11 Things to Consider Before Meeting with a Potential Buyer of Your Business hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice 11 Things to Consider Before Meeting with a Potential Buyer of Your Business Every business owner receives calls from potential suitors. Most are easy to brush off, but what happens when a potential buyer comes calling with a proposition that makes sense? How can you prepare for the meeting? Andrew Male, a Director and Head of the...
Smarter Cultural Diligence & Acquisition Integration, with Levi Nieminen hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Smarter Cultural Diligence & Acquisition Integration, with Levi Nieminen When you consider the risks of acquisitions, integration (more specifically, integration of cultures) often rises to the top. In this discussion we cover how you can incorporate cultural diligence into your acquisition process, including how to measure and...
Achieve a Positive ROI on Your Marketing Spend by Finding the Right Agency, with Joe Koufman hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Achieve a Positive ROI on Your Marketing Spend by Finding the Right Agency, with Joe Koufman The right marketing can truly drive the growth and value of your business. Working with a qualified expert can help you get a positive return on your marketing dollars. Joe Koufman, founder and CEO of AgencySparks, shares his...
The Business Owner’s Secret Weapon, with Jason Treu hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice The Business Owner’s Secret Weapon, with Jason Treu All owners and business teams have blind spots that can lead to trouble down the road. This week’s expert guest touches on some of these common problems and what you as a business owner can do to overcome them. Our guest today is best-selling author and executive business coach, Jason Treu. Jason has...
Why Companies with Multiple Shareholders Need Buy-Sell Agreements hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Why Companies with Multiple Shareholders Need Buy-Sell Agreements Having multiple shareholders can bring a lot of benefits to a business, but it also means you’ll need a solid buy-sell agreement in place so you can avoid a messy situation in the future. This week, Rand Curtiss, a Director at Western Reserve Valuation Services, returns to the...
Prepare Now for the Sale of Your Business (While You Have an Advantage) hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Prepare Now for the Sale of Your Business (While You Have an Advantage) If selling your business is even a remote possibility, you should prepare now while you have the advantage of time. You won’t want to have to deal with certain issues while negotiating with a buyer. In the 5th of our series on selling a business, guest Mark...
Value vs. Currency When Selling a Business hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Value vs. Currency When Selling a Business When you’re in a sale transaction, there’s a big difference between the value of your business and the currency you receive. It is vital that you understand the full value of what your are getting so you don’t give anything away. Our guest, Mark Filippell is back in the studio with David Mariano to discuss value versus...
What is the Value of Your Business? hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice What is the Value of Your Business? If you ever want to sell, you must understand how your business will be valued. And even if selling isn’t in your future, understanding valuation will help you build a more profitable and sustainable business. In this episode, Mark Filippell walks us through the major elements of valuation in the context of a sale, including how buyers...
Should You Hire an Investment Banker When Selling Your Business? hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Should You Hire an Investment Banker When Selling Your Business? Opinions vary widely on who should be involved in the sale of a business. The right investment banker can give the business owner a real advantage before and during the sale process. In the second of this five-part series on selling businesses, Mark Filippell walks through the...
Why Owners Sell Businesses hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Why Owners Sell Businesses No matter the timing, if you plan to sell a business in the future, think long and hard about why you are doing it and what you want out of the transaction. As the owner, you want to be the one to “make the sale decision” – if you wait too long, someone else may make it for you. In the first of a 5-part mini series, host David Mariano discusses what...
How To Build Business Credit, with Ty Crandall hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice How to Build Business Credit, with Ty Crandall In order to grow your business you might need to raise capital, whether debt or equity. Then again, you might not. One thing you need for certain is business credit. This week, Ty Crandall, founder of Credit Suite, internationally known speaker, author and leading authority on business credit, shares his advice on...
How Long Do Business Valuations Last? hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice How Long Do Business Valuations Last? After asking about the price, this is the most common question relating to business valuations. The answer, well, that depends… In this episode, David Mariano and Rand Curtiss, a Director at Western Reserve Valuation Services, discuss describes the numerous limits on valuation expirations.  Key questions in this episode: * Are...
5 Reasons to get a Business Valuation hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice 5 Reasons to get a Business Valuation Your reason for wanting a business valuation will not only impact its outcome but will also impact the standards of value used to complete it. David Mariano is in the studio today with Rand Curtiss, a Director with Western Reserve Valuation Services, a partner company of Western Reserve Partners. Rand has over 30 years experience in...
The Impact of Financial Systems on Business Value hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice The Impact of Financial Systems on Business Value Your financial reporting system may serve your purposes but is it detailed enough for a potential buyer or investor? Is it adding or subtracting value to your business? Our guest today is Kevin Mayer, a Managing Director with Western Reserve Partners who co-heads the firm’s industrial group. David Mariano and...
How Leadership Impacts the Value of Your Business hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice How Leadership Impacts the Value of Your Business Historically, bankers, investors and buyers have relied on a “gut feel” when trying to gauge the impact of leadership and other intangibles on the value of a business. But what if there was an index to help us do this more effectively? I recently ran across and article from Harvard Business Review by Allan...
A 360 Degree View of Selling a Business hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice A 360 Degree View of Selling a Business Couldn’t make the ASPIRE Conference this year? This segment will give you a feel for what to think about when selling a business from the points of view of a business owner, a wealth manager, an accountant, an investment banker, and a private equity investor. If you ever plan to sell your business, whether soon or in the distant...
5 Pitfalls to Avoid When Buying a Business hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice 5 Pitfalls to Avoid When Buying a Business Afraid of overpaying or underbidding? What is the difference between due diligence and hyper-focusing on a non-critical issue? We dig into these and other pitfalls that companies encounter when buying a business. In the fifth and final installment of our series on making acquisitions, Dave and David walk you through the five...
Buying a Business: Closing the Deal hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Buying a Business: Closing the Deal When buying a business, closing the deal requires a delicate balance of efficiency and risk management. You want to avoid deal fatigue for all parties while giving yourself enough time for diligence. David Mariano and David Dunstan continue the series on making acquisitions by discussing what it takes to get a deal closed. It often...
Buying a Business: Making the Offer hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Buying a Business: Making the Offer It’s all about balance in this crucial step in the process. Presenting a compelling offer without overpaying or undervaluing the target is the key to its success. In the third installment of this series on making better acquisitions, your host, David Mariano and David Dunstan, President at Western Reserve Partners, walk you through the...
How to Build a Pipeline of Acquisition Targets hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice How to Build a Pipeline of Acquisition Targets Most owners looking to make acquisitions either aren’t seeing enough opportunities or are concerned about missing out on the good ones. It doesn’t have to be this way for you – listen for how to build a strong pipeline of acquisition targets. David Dunstan, President of Western Reserve Partners, returns to the...
Why You Need a Business Plan for Acquisitions hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Why You Need a Business Plan for Acquisitions The process of acquiring a business in order to grow your own is not a quick and simple one. In order to be successful, you need to lay out a plan and then follow the steps in the right order. In this first of five episodes about making acquisitions, David Mariano, who heads the Acquisition Advisory Practice with the...
Communicating the Right Story to the Right Capital Partner hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Communicating the Right Story to the Right Capital Partner Raising capital is a lot like any other marketing process. Once you get your house in order you will need to put your best food forward to “sell” your business plan to investors or lenders. In the fifth installment of our capital raising series with Rebecca White, host David Mariano asks...
Cyber Security & Protecting Your Business Against Data Breaches hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Cyber Security & Protecting Your Business Against Data Breaches You’ve likely seen the headlines about data breaches with big companies. Don’t be fooled – cyber crime is hitting the middle-market just as hard. Every business owner should be taking proactive steps to protect their customers and employee data. Today David Mariano is...
Why You Need to Get Your House in Order Before Raising Money hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Why You Need to Get Your House in Order Before Raising Money Lenders and investors have very high standards when evaluating financing opportunities. Is your business ready for the scrutiny it will face during the financing process? In this episode, David Mariano talks with Rebecca White, the head of Western Reserve Partners’ Capital Raising...
Successful Capital Raises Begin with a Plan hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Successful Capital Raises Begin with a Plan Now that you know a little more about the various types of capital and the alternative sources of financing, it’s time to start planning your strategy. Don’t do another thing until you’ve created a comprehensive plan. For the third installment of our Capital Raising series, Rebecca White, Director of Capital Raising...
3 Major Types of Financing hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice 3 Major Types of Financing When trying to raise capital for your business, do you know all the options? There are as many combinations of financing options as there are businesses. In this episode, Rebecca White returns to the recording studio to discuss the many types of financing available to middle market businesses. Rebecca also shares another financial sandwich recipe with...
Does Your Business Have the Right Capital Structure? hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Does Your Business Have the Right Capital Structure? Do you have the right capital structure to grow your business?  If you know your needs, you can better plan the future of your business and manage any bumps along the way.  Listen in for some great advice on alternative lending and financing sources. In this episode, David Mariano interviews Rebecca...
Fully Invested – Your Advisor On Demand hosted by: David Mariano, Director and head of the firm’s Buy-Side advisory practice Fully Invested – Your Advisor On Demand While you are busy with the day-to-day demands of operating your business, we can help you properly plan for the future, whatever that future may entail. The purpose of this podcast is to act as your “advisor on demand” and to help you maximize the value of your business. In this debut episode of Fully Invested, David...